Laidlaw Wealth Management’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,008
| Closed | -$412K | – | 256 |
|
|
2023
Q3 | $412K | Sell |
1,008
-2,484
| -71% | -$1.02M | 0.14% | 168 |
|
|
2023
Q2 | $1.61M | Buy |
3,492
+126
| +4% | +$58K | 0.31% | 85 |
|
|
2023
Q1 | $1.59M | Buy |
3,366
+162
| +5% | +$76.6K | 0.32% | 84 |
|
|
2022
Q4 | $1.56M | Sell |
3,204
-39
| -1% | -$19K | 0.33% | 86 |
|
|
2022
Q3 | $1.25M | Buy |
3,243
+19
| +0.6% | +$7.34K | 0.29% | 93 |
|
|
2022
Q2 | $1.39M | Buy |
3,224
+917
| +40% | +$394K | 0.28% | 100 |
|
|
2022
Q1 | $1.02M | Sell |
2,307
-88
| -4% | -$38.8K | 0.17% | 140 |
|
|
2021
Q4 | $851K | Sell |
2,395
-415
| -15% | -$147K | 0.14% | 154 |
|
|
2021
Q3 | $970K | Sell |
2,810
-384
| -12% | -$133K | 0.25% | 94 |
|
|
2021
Q2 | $1.21M | Buy |
+3,194
| New | +$1.21M | 0.31% | 83 |
|
|
2021
Q1 | – | Sell |
-1,708
| Closed | -$606K | – | 298 |
|
|
2020
Q4 | $606K | Buy |
1,708
+1,135
| +198% | +$403K | 0.13% | 167 |
|
|
2020
Q3 | $220K | Sell |
573
-5
| -0.9% | -$1.92K | 0.1% | 186 |
|
|
2020
Q2 | $211K | Buy |
+578
| New | +$211K | 0.11% | 165 |
|
|
2020
Q1 | – | Sell |
-537
| Closed | -$209K | – | 165 |
|
|
2019
Q4 | $209K | Buy |
+537
| New | +$209K | 0.13% | 156 |
|